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Enjoying your retirement

It’s our passion to help make you more money, and make the most of it.

If retirement is on your horizon, or you're already there, adopting certain approaches and financial strategies can help stretch your funds further without limiting your lifestyle. 

During retirement, there are many varied government benefits and entitlements you may be eligible for, such as the Age Pension, pensioner concessions, health care benefits and tax offsets.

You may also continue to be employed and earn an income to help your retirement savings last longer or transition at your own pace into retirement. Plus, other government programs such as Myskills, Restart and Work Bonus also offer working pensioners financial benefits.

DON’T LEAVE MONEY ON THE TABLE OR YOUR RETIREMENT INCOME TO CHANCE.

Find out what’s available and how to maximise your money and benefits.

IDENTIFY OPPORTUNITIES & MAXIMISE BENEFITS

MAKE YOUR MONEY WORK SMARTER

BE BETTER OFF, FOR LONGER

ATTAIN A BETTER FINANCIAL POSITION IN RETIREMENT

To enhance your financial position and secure your financial future, you need to have a plan. One that ensures prolonged financial advantages reaps the benefits of all available to you and persists long-term.

When you have a friend who knows the ins and the outs of what's available and what’s possible, is aptly qualified and actively pursuing, accessing and attaining all the ways to help you increase your prosperity on your behalf. Moving you forward to a more favourable financial position through effective financial planning and obtainable government provisions - you’ve got a trusted friend. 

WHY KNOWING WHAT’S AVAILABLE TO YOU IN RETIREMENT IS IMPORTANT

  • You have choices and can make informed decisions based on what you desire.

  • You don’t miss out on all the advantages available to you. 

  • You don’t have to worry about whether you will have enough or how to afford the life you want. 

  • You can do more with your money and have it last longer.

Services to help you MAKE THE MOST OF YOUR RETIREMENT

YOU deserve to enjoy your RETIREMENT

Relish, embrace and delight in the experience. 

Having the right financial plan in place makes this a reality.

What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca